Can i use a Connect Field to “inheret” a custom fields from a Company Record in a “opportunity” record? We have assigned tiers and exec sponsors to companies and want to make those values visible in the opportunity, including in the export to google sheets.
How are the profile images set for the People we have in Copper?I went to create an opportunity with a person and the picture associated with the person is … well not them. I am the one who initially loaded the data. I didn’t do anything with pictures. How are those set? Can we delete the image if it is wrong? Currently I only see the option to change it. Any help is appreciated. Thanks!
I am integration our Xero and Copper accounts and would love to add a field for “Days Since Last Invoice Was Created” so I can track how active accounts are/ set up an automation to email them after X amount of days. Is this possible? How would I go about doing this?
My emails haven’t synced for roughly three weeks and I cannot send an email from Copper. The Gmail extension in Chrome gives me an AJAX error, but even when I uninstall the extension my emails to clients don't show up in their activity. I use my company's Google workspace account to login to Copper. Under Settings > Set Up Google it says synced emails should happen automatically. They've worked for almost a year but stopped 3 weeks ago. Thank you for any help!
I’m struggling to review how many DMs have been scheduled and what has happened with our opportunities as I go over the Q1 report. How can I review this information?We have multiple stages in the funnels and they sometimes are different. It goes something like, First approach made > DM Scheduled > CAPI Scheduled, > Proposal Scheduled, etc---Sometimes we had the classical no shows, or leads dying in the negotiation process, yet I’m not able to review this as the Lead cards might have been moved in the 3 month period. What do you recommend?Best, Diego
I need to assign a specific task to another group member every time a lead is completed. In the task section, it displays the task 'Hand off to Concierge,' but I need to see the options available for the concierge. However, I can't find this option. It only appears as a checkbox, but I am unable to assign it to a Copper user.
Is there no way we could disable/hide or at least rename those saved filters? Its super annoying.
Are there templates for a tech startup to track investor pipeline.
In the Copper Application I am the Owner of the Company. Therefore I should have all Permissions. As of now, neither I, nor anyone else is able to export ANY Data from Copper. When I press the button to get the List of Information, the field at the bottom of the page appears where it says, that I will get a Mail with the Data. But no Mail ever arrives. The Problem is not in my mails, as they work perfectly fine and there is also nothing in the spam.
Hi, I am able to generate an API key but when I use it in the Zapier connection, I get the following error: authentication failed: Your authenticate token is invalid. I’ve validated the email is correct, that I’m an admin, and that there are no extra spaces in the API key. What could be causing this?
We would love to be able to set company and individual budgets for things like total revenue per month, lead conversion, opportunity conversion etc so the reporting can show actuals to target.
Hello, Our repeating customers’ profiles are starting to look a bit messy. With dozens of opportunities in some profiles, I am wondering if there is a way to filter ‘Won’ opportunities, whether that means archiving them or just being able to filter from newest to oldest. This would save our team so much time.I appreciate any insight you have.Thank you!Kendra
Hi There,Is it possible to automate a Task to be added to an opportunity every time a Google Calendar event is synced from Google to the respective Copper account? I would like to auto create a Task “Process meeting notes” to an opportunity every time a meeting is scheduled with a Contact.ThanksAndy
Hi, we usually use the option to copy the stages from an old pipeline to new pipelines, but we can’t find that option anymore?And when we try to make a new pipeline, it suggests some templates for stages, but we can’t make our own template, and i think that would be a very nice option to have :)
I am following the Copper Playbook for Zapier and Google Docs. I followed step by step, except the one that is missing in Zapier. It does not come up so I am unable to continue according to the instructions. Could you please shed any light on this? Is the documentation obsolete? Thanks in advance
Hi guys! Is somebody aware of any CPQ Solutions within Copper? CPQ stands for “Configure, price, quote” and it helps sellers quote complex and configurable products. Please advise. Thanks!
I have the google chrome extension and can relate an email to an opportunity. I want to turn off my google sync as the volume of emails not relevant is too great.If I turn off the google sync pull can I still use gmail to push relate an email through the chrome extension. That feature I like as it allows me to associate relevant messages only.
Is there a way to add a fillable form? I’d like to have an “account contact” form that my team fills in after each visit.
When the copper extension is active on google chrome in gmail I am not able to attach any files to emails. When I deactivate it the issue goes away.
I’ve complained to the help desk before but need to do it more publicly here. The export process of Copper is Awful - and will be the reason I do leave Copper. The number of times I’ve had to wait HOURS for simple exports is INSANE. I never know when I’m going to get them. When I do exports it means I need them IMMEDIATELY. I’m not even getting into the fact there is only one export format and I then need to spend time cleaning up fields I don’t need or want. Really horrible process.
We use Google Docs to take and collaborate on meeting notes. When we log an activity in Copper (e.g. a meeting), is there a way to reference/link to one of these Google Docs? I’ve tried copy/pasting a hyperlink into Copper, but it just adds it as plain text.
Hello, When I try to export people it says “Export started. You'll receive an email to download the file when it's ready.” then I never get an email with the exported data. I have used this feature in the past and it has worked before but it has since stopped working. I checked my junk folder, and I have tried this several times over the past week. Please advise.
If my team were to add customers from a new segment category, we’d of course want to keep those leads/clients/opps/etc separated and easily distinguishable from the full dataset of clients we already have in our existing segment category.I know I can just create a field and sort by that, but hoping there’s a more elegant and native solution for scaling for growth. Thanks in advance!
Hi guys, In the last 2 weeks, every time i view an email i sent to a prospect, Copper will count it as one view from the receiver. So basically i sent an email to be tracked, opened the email by the same laptop (the same IP address) and Copper still cant manage to filter that out. Now I dont know if the email was actually opened by the prospect or not, because it could just be me that who opened it and got counted. Anyone got the same problem? I have only experienced recently and it is super annoying because it gave me false positives.
Hi all Not sure others have come across this. I am trying to update an opportunity stage using the copper integration in zapier. Specifically I am using the “Update Opportunity By ID” action.First of all, when I try to specify the “Stage” value under “Action”, I am seeing “No options are available”.No options foundSo instead I am manually inserting the id value of the stage I want to update the opportunity to. When I test the step, I am getting a 500 error and I suspect this is because the stage property is pipeline_stage_id instead of stage_id. The Copper API documentation suggests it should be pipeline_stage_id.stage_id instead of pipeline_stage_idHas anyone else come across this, and does anyone know how I can resolve this problem?Many thanksSee Wah
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